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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,057 | $190,879-93.2% | $160,009-91.8% | $134,532-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.29% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,888 | $4,995-42.2% | $4,225-31.7% | $4,741-39.1% |
| Participant deferral / active EE | $4,079 | $6,924-41.1% | $6,183-34.0% | $6,401-36.3% |
| Admin fee / account holder | $998 | $10,495-90.5% | $8,715-88.5% | $11,429-91.3% |